Zoom Communications (ZM) trades at 5.7 times sales, versus 3.1 for the S&P 500. Management has moved its pitch from a unified communication and collaboration platform, as described in November 2024, to an AI-first, multi-product system of action, with ZoomMate, launched in June, as the centerpiece and Zoom Workplace called its foundation. In fiscal Q2 2027, enterprise made up 62% of revenue and grew 7.8%, its strongest rate in three years, which management credits to its AI priorities; licensed monthly active users of AI features in Zoom Workplace rose 125%. The company raised its fiscal 2027 revenue growth forecast to 4.5% at the midpoint from 4.1%, but expects online revenue to be flat, and churn from a white-label deal cut about 0.6 percentage points from enterprise growth in fiscal Q2.
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